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EPG Wealth Management’s Suburban Propane Partners SPH Stock Holding History

EPG Wealth Management’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-21
Closed – – 665
2020
Q1 		$0 Sell
21
-19
-48% -$369 ﹤0.01% 858
2019
Q4 		$1K Buy
+40
New +$918 ﹤0.01% 643

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

EPG Wealth Management's SPH Position: Q2 2020 in Review

EPG Wealth Management sold out of Suburban Propane Partners (SPH) in Q2 2020, closing a stake of 21 shares.

EPG Wealth Management first reported a position in SPH in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 133 funds tracked by Wall St. Rank hold SPH as of Q2 2020.

  • EPG Wealth Management reported no remaining Suburban Propane Partners position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 21 Suburban Propane Partners shares in Q2 2020.
  • EPG Wealth Management first reported a position in Suburban Propane Partners in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Suburban Propane Partners position peaked at $1K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.